-74.6%
EDZ vs VOO
+72.6%
-147.2%
-92.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.4% | +1.4% | +0.1% |
| 7D | -8.5% | +2.6% | -11.1% | -2.0% |
| 30D | +14.0% | -2.0% | +16.0% | +11.7% |
| 3M | +24.0% | -2.8% | +26.8% | +20.8% |
| 6M | +10.6% | +2.2% | +8.5% | +28.1% |
| YTD | -46.4% | +11.5% | -57.9% | -19.3% |
| 1Y | -47.4% | +13.5% | -60.9% | -17.2% |
| 3Y | -84.4% | +78.1% | -162.4% | -22.5% |
| All | -74.6% | +72.6% | -147.2% | +52.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded VOO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling